Capital Asset Advisory Services’s Saia SAIA Stock Holding History

Capital Asset Advisory Services’s Portfolio SAIA Stock Details SAIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-149	Closed	-$27K	–	1335
2020 Q4	$27K	Buy	+149	New	+$24.5K	﹤0.01%	778

Other funds holding SAIA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Asset Advisory Services's SAIA Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Saia (SAIA) in Q1 2021, closing a stake of 149 shares — an estimated $27K sold.

Capital Asset Advisory Services first reported a position in SAIA in Q4 2020 and held it in 1 quarter. The position peaked at $27K in Q4 2020. 267 funds tracked by Wall St. Rank hold SAIA as of Q1 2021.

Capital Asset Advisory Services reported no remaining Saia position as of Q1 2021 after selling out during the quarter.
Capital Asset Advisory Services sold 149 Saia shares in Q1 2021, an estimated $27K.
Capital Asset Advisory Services first reported a position in Saia in Q4 2020 and held it in 1 quarter.
Capital Asset Advisory Services's Saia position peaked at $27K in Q4 2020.
267 funds tracked by Wall St. Rank held Saia as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.